portfolio analyst jobs

A leading banking institution in Pretoria seeks a Credit Risk Analyst focused on conducting in-depth credit assessments and financial analyses for premium portfolios. The ideal candidate will have over 5 years of experience in credit risk, with strong skills in financial analysis and proficiency in Microsoft Excel. This role is integral in managing client relationships, ensuring compliance with...

A financial services company in South Africa is seeking an experienced FP&A Analyst with a background in vacation rentals or hospitality. You will manage budgets, conduct forecasting, and analyze key performance indicators across a multi-property portfolio. The ideal candidate should have over 3 years of relevant experience, advanced financial modeling skills, and proficiency in Excel. This role...

A recruitment agency is seeking a Business Intelligence Analyst for a 12-month contract position in South Africa. The role requires 3 to 4 years of relevant experience and familiarity with reporting and database tools like PowerBI. Responsibilities include designing and maintaining a Portfolio Database, generating insights for decision-making, and improving reporting processes. The position...

An established industry player is seeking a dedicated Account Analyst to support the Banker in managing portfolios and ensuring compliance. This role involves day-to-day administration, sales, and operational management, with a focus on client servicing and fulfilling segment targets. The ideal candidate will have a strong background in business commerce, with at least three years of experience...

A global investment firm in Cape Town seeks a Data Analyst to manage substantial portfolio data, ensuring high integrity and accuracy. The role involves analyzing data for client reporting, requiring strong skills in SQL, Excel, and Power BI. Candidates should hold an undergraduate degree in a quantitative field and demonstrate effective communication skills. A keen interest in financial services...

Overview Principal SAP Project Portfolio Management (PPM) Functional Analyst role at Careers at DLK Group — Cape Town, South Africa. Posted on 14/10/2025 Job Information - Date Opened: 14/10/2025 - Job Type: Contract - Industry: IT Services - Work Experience: 7-10 years - Salary: Market Related - City: Cape Town - Province: Western Cape - Country: South Africa - Postal Code: 7400 Job...

An established industry player is seeking a detail-oriented Credit Risk Analyst to join their dynamic team. This role is crucial for assessing and managing credit risks within shareholders' portfolios. As a Credit Risk Analyst, you will analyze new credit requests, conduct annual reviews, and prepare assessments for credit counterparties. You will also present your findings to the credit...

Join to apply for the IT Portfolio Governance & Compliance Analyst role at Vector Logistics Join to apply for the IT Portfolio Governance & Compliance Analyst role at Vector Logistics Overview We are a Supply Chain and Sales & Merchandising partner adding value to your business through a fully integrated, temperature-controlled network in Southern Africa. Permanent Midrand Overview We are...

Business Segment: Business & Commercial Banking To support the Banker, Enterprise (i.e., Portfolio & Multi-Channel) with the day-to-day administration, portfolio management, sales, operational and credit management functions for an allocated portfolio. To ensure that all compliance requirements within the portfolio are met and act as a contact point for the client, providing sales and service...

An established industry player is on the lookout for a skilled Client Portfolio Analyst to join their prestigious Family Office. In this dynamic role, you will support Portfolio Managers in Johannesburg, ensuring that client investment portfolios are effectively managed. Your responsibilities will include conducting suitability assessments, preparing client reviews, and maintaining client files...

Client Details: With a focus on Africa, China, the UK and the US, this global investment firm offers you an opportunity to be involved with a unique approach to responsible investing whilst driving performance and innovation. This client is guided by a philosophy of investing with care and seeks out top achievers who are looking to redefine and shape the future of the investment industry. Our...

A leading African bank in Gqeberha seeks a Credit Risk Analyst to conduct comprehensive credit assessments and risk analyses on a growth portfolio. The role involves continuous monitoring of clients for risk indicators, compliance with credit policies, managing credit applications, and identifying opportunities for cross-selling. Ideal candidates will have relevant finance qualifications and...

A leading African banking institution seeks a Specialist - Credit Analyst to conduct detailed credit assessments and risk analyses for high-value portfolio clients. The role demands financial analysis, monitoring client performance for risk indicators, and ensuring compliance with credit policies. With over five years in credit analysis and strong analytical skills, you will contribute to...

A global investment firm in Cape Town is seeking an investment analyst to support the management of discretionary portfolios and enhance reporting processes. Responsibilities include monitoring portfolio risks, generating data reports, and collaborating with senior team members. Candidates should have 2-5 years of experience in investments and a recommended qualification like B.Com or similar....

Overview Business Segment: Insurance & Asset Management Location: ZA, GP, Johannesburg, 30 Baker Street To participate in the development of the Melville Douglas Diversified Portfolio Solutions offering in both the domestic and offshore markets, act as the Portfolio Analyst for select funds, conduct ongoing research and provide input and guidance to the Wealth Advisory business on asset...

A leading recruitment agency is seeking an experienced Equity Analyst to join a prestigious investment team. This role involves conducting extensive market analysis, providing detailed reports, and implementing trade decisions. Candidates should possess a strong quantitative background and a minimum of 2 years of experience in equity analysis. This is a great opportunity to collaborate directly...

Join a dynamic team as a Junior Client Portfolio Analyst, where you'll play a pivotal role in managing client investment portfolios. This exciting position involves supporting Portfolio Managers in Cape Town, conducting client assessments, and ensuring trades are executed accurately. You'll engage with clients, prepare insightful reports, and contribute to compliance and risk management. This...

Be part of our client’s office family as a Junior Client Portfolio Analyst. The successful candidate will form part of the Investment Management Team based in the Cape Town office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general client relationship managers, external investment managers, and linked investment service...

Looking to take the next step in your career? We are currently seeking a talented Client Portfolio Analyst to join a prestigious Family Office. The successful candidate’s role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the client’s specific situation, the agreed mandate, and the investment team’s views and preferred vehicles into account....

A financial services company in South Africa seeks a Quantitative Research Analyst to support investment and research efforts by using quantitative methodologies to analyze and enhance investment portfolios. The ideal candidate will have a master's degree in a quantitative field and experience in investment management or consulting. This role offers an opportunity to influence investment...